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Atria Investments, Inc: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on VGIT, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 1,572,298 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,572,298 shares
    Change vs previous 13F +76,996 shares

    0.93% of the 13F portfolio, value $92,734,129.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,495,302 shares
    Change vs previous 13F +1,214,442 shares

    1% of the 13F portfolio, value $89,045,225.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 280,860 shares
    Change vs previous 13F +66,547 shares

    0.19% of the 13F portfolio, value $16,831,912.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 214,313 shares
    Change vs previous 13F -84,792 shares

    0.15% of the 13F portfolio, value $12,865,198.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 299,105 shares
    Change vs previous 13F +52,504 shares

    0.21% of the 13F portfolio, value $17,889,470.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 246,601 shares
    Change vs previous 13F -449,732 shares

    0.19% of the 13F portfolio, value $14,648,086.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 696,333 shares
    Change vs previous 13F -32,601 shares

    0.5% of the 13F portfolio, value $40,387,310.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 728,934 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $44,042,185.

    13F-HR 0001535865-24-000019 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).